Package Pricing
Launch
Starting at $500
As your business grows, having clean, accurate books becomes essential for making confident financial decisions. This option keeps you organized with monthly bookkeeping, reconciliations, and up-to-date financial statements—so you always have a clear picture of your finances. Ideal for smaller teams that need reliable financial tracking without the unnecessary extras.
- Monthly Bookkeeping
- Software Setup/Cleanup
- Chart of Accounts Management
- Monthly Reconciliations
- Monthly Financial Statements
Propel
Starting at $1,000
Revenue is growing, but managing cash flow and profitability is key. This option adds strategic financial oversight with cash flow analysis, budgeting, and AR/AP tracking—empowering you to optimize resources, plan for growth, and stay ahead of surprises. Ideal for companies scaling their team and client roster.
- Launch Package
- AR/AP Tracking
- Receipt & Expense Management
- Cash Flow Analysis
- Annual Budget
- Breakeven Analysis
- Quarterly Financial Planning
- 1099 Tax Prep
Elevate
Starting at $2,000
As you scale, financial strategy becomes mission-critical. This option delivers comprehensive financial planning, KPI monitoring, and variance analysis—plus a monthly strategy session to align your growth goals with real-time insights. Perfect for companies focused on maximizing profitability, streamlining operations, and making confident, data-driven decisions.
- Propel Package
- Payroll Management Services
- KPI & Metric Reporting
- Quarterly Budget to Actual Analysis
- Monthly Variance Analysis
- Monthly Financial Planning Meeting